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Cavco Industries, Inc.

CVCO
Exchange
Nasdaq
Industry
Mobile Homes
SEC CIK
0000278166

In the last 90 days, Cavco Industries, Inc. insiders filed 0 open-market purchases and 2 sales; 360 institutions reported holding it in 13F filings for Q2 2026, worth $4.74B in total; Duquesne Family Office is the only superinvestor holding it.

13F holders, Q2 2023

Institutional positions in Cavco Industries, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
254
−3 vs. Q1 2023
Shares held
8.35M
+39.1K (+0.5%) vs. Q1 2023
Total value
$2.46B
−$167.8M (−6.4%) vs. Q1 2023
New holders
35
87 more added
Sold out
38
100 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CVCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 254 institutions
Q1 2021: 189 institutionsQ2 2021: 187 institutionsQ3 2021: 188 institutionsQ4 2021: 221 institutionsQ1 2022: 226 institutionsQ2 2022: 224 institutionsQ3 2022: 240 institutionsQ4 2022: 251 institutionsQ1 2023: 260 institutionsQ2 2023: 254 institutionsQ3 2023: 255 institutionsQ4 2023: 259 institutionsQ1 2024: 263 institutionsQ2 2024: 272 institutionsQ3 2024: 293 institutionsQ4 2024: 299 institutionsQ1 2025: 334 institutionsQ2 2025: 315 institutionsQ3 2025: 325 institutionsQ4 2025: 354 institutionsQ1 2026: 346 institutionsQ2 2026: 360 institutions
Value heldQ2 2023: $2.46B
Q1 2021: $1.91BQ2 2021: $1.89BQ3 2021: $2.02BQ4 2021: $2.70BQ1 2022: $2.04BQ2 2022: $1.64BQ3 2022: $1.73BQ4 2022: $1.85BQ1 2023: $2.64BQ2 2023: $2.46BQ3 2023: $2.20BQ4 2023: $2.77BQ1 2024: $3.22BQ2 2024: $2.71BQ3 2024: $3.32BQ4 2024: $3.43BQ1 2025: $3.98BQ2 2025: $3.29BQ3 2025: $4.56BQ4 2025: $4.60BQ1 2026: $3.80BQ2 2026: $4.74B
Institutions holding CVCO and their total value by quarter
QuarterHoldersValue
Q2 2026360$4.74B
Q1 2026346$3.80B
Q4 2025354$4.60B
Q3 2025325$4.56B
Q2 2025315$3.29B
Q1 2025334$3.98B
Q4 2024299$3.43B
Q3 2024293$3.32B
Q2 2024272$2.71B
Q1 2024263$3.22B
Q4 2023259$2.77B
Q3 2023255$2.20B
Q2 2023254$2.46B
Q1 2023260$2.64B
Q4 2022251$1.85B
Q3 2022240$1.73B
Q2 2022224$1.64B
Q1 2022226$2.04B
Q4 2021221$2.70B
Q3 2021188$2.02B
Q2 2021187$1.89B
Q1 2021189$1.91B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2023.

Institutions holding CVCO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Comerica Bank4,184$00.00%+4,184New
Sofos Investments, Inc.295$2470.00%−23−7.2%Reduced
AdvisorNet Financial, Inc1$2950.00%−1−50.0%Reduced
Parallel Advisors, LLC1$2950.00%00.0%Unchanged
Horizon Investments, LLC1$2950.00%+1New
Abound Wealth Management1$2950.00%+1New
Global Retirement Partners, LLC2$5900.00%00.0%Unchanged
Disciplined Investments, LLC2$5900.00%+1+100.0%Added
Creative Financial Designs Inc2$5900.00%+2New
Huntington National Bank3$8850.00%−38−92.7%Reduced
SJS Investment Consulting Inc.3$8850.00%−1−25.0%Reduced
Versant Capital Management, Inc3$8850.00%+2+200.0%Added
ClariVest Asset Management LLC4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc5$1.09K0.00%+5New
JFS Wealth Advisors, LLC4$1.18K0.00%−2−33.3%Reduced
Blue Bell Private Wealth Management, LLC4$1.18K0.00%00.0%Unchanged
National Bank of Canada4$1.18K0.00%00.0%Unchanged
Larson Financial Group LLC5$1.48K0.00%00.0%Unchanged
Tucker Asset Management LLC6$1.77K0.00%−50−89.3%Reduced
Farmers & Merchants Investments Inc6$1.77K0.00%00.0%Unchanged
Providence Capital Advisors, LLC6$1.77K0.00%00.0%Unchanged
Cornerstone Planning Group LLC6$1.77K0.00%+6New
Bessemer Group Inc7$2.00K0.00%+7New
First Capital Advisors Group, LLC.9$2.65K0.00%+9New
Allworth Financial LP11$3.25K0.00%00.0%Unchanged
Vigilant Capital Management, LLC18$5.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC17$5.01K0.00%00.0%Unchanged
Fiduciary Alliance LLC19$5.61K0.00%+19New
Hollencrest Capital Management25$7.38K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC26$7.67K0.00%00.0%Unchanged
Front Row Advisors LLC28$8.00K0.00%+2+7.7%Added
Ronald Blue Trust, Inc.28$9.00K0.00%+28New
Parkside Financial Bank & Trust33$9.73K0.00%00.0%Unchanged
Quadrant Capital Group LLC39$11.5K0.00%00.0%Unchanged
Live Oak Investment Partners–$17.1K0.01%–New
Lee Financial Co69$20.4K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC94$27.7K0.00%−1−1.1%Reduced
Citadel Advisors LLC105$31.0K0.00%−12,719−99.2%Reduced
CWM, LLC107$32.0K0.00%+5+4.9%Added
Federated Hermes, Inc.124$36.6K0.00%−116−48.3%Reduced
Public Employees Retirement System of Ohio129$38.0K0.00%−4−3.0%Reduced
Robeco Institutional Asset Management B.V.220$64.9K0.00%+220New
Meeder Asset Management Inc258$76.1K0.01%00.0%Unchanged
US Bancorp331$97.6K0.00%+7+2.2%Added
Financial Management Professionals, Inc.351$104.0K0.02%00.0%Unchanged
Fifth Third Bancorp369$108.9K0.00%+5+1.4%Added
Metropolitan Life Insurance Co471$138.9K0.01%00.0%Unchanged
KBC Group NV573$169.0K0.00%−97−14.5%Reduced
Covestor Ltd621$183.0K0.14%−50−7.5%Reduced
Shell Asset Management Co630$186.0K0.01%+630New
Burney Co690$203.6K0.01%−190−21.6%Reduced
D. E. Shaw & Co., Inc.699$206.2K0.00%−122−14.9%Reduced
Ameritas Investment Partners, Inc.708$208.9K0.01%00.0%Unchanged
Captrust Financial Advisors715$210.9K0.00%+2+0.3%Added
The PNC Financial Services Group, Inc.715$210.9K0.00%+17+2.4%Added
Vestcor Inc726$214.0K0.01%00.0%Unchanged
JustInvest LLC726$214.2K0.01%−127−14.9%Reduced
Toroso Investments, LLC728$215.0K0.01%−462−38.8%Reduced
Trivant Custom Portfolio Group, LLC737$217.4K0.15%−116−13.6%Reduced
Raymond James Financial Services Advisors, Inc.738$217.7K0.00%−26−3.4%Reduced
Cherry Creek Investment Advisors, Inc.784$231.3K0.16%+91+13.1%Added
Vontobel Holding Ltd.790$233.1K0.00%+790New
Lakewood Asset Management LLC799$235.7K0.19%+36+4.7%Added
Guidance Capital, Inc815$239.1K0.10%+815New
Quantamental Technologies LLC826$243.7K0.10%+826New
Pictet Asset Management SA858$253.1K0.00%−134−13.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)867$255.8K0.00%+405+87.7%Added
Penserra Capital Management LLC882$260.0K0.01%−217−19.7%Reduced
Nisa Investment Advisors, LLC916$270.2K0.00%+85+10.2%Added
Tower Research Capital LLC (TRC)950$280.3K0.01%+649+215.6%Added
Pathstone Family Office, LLC947$281.8K0.00%−857−47.5%Reduced
Lazard Asset Management LLC963$284.0K0.00%−1,755−64.6%Reduced
Moran Wealth Management, LLC966$285.0K0.01%+966New
Bank of Montreal974$289.7K0.00%−247−20.2%Reduced
Hunter Perkins Capital Management, LLC983$290.0K0.06%−200−16.9%Reduced
Versor Investments LP988$291.5K0.05%−216−17.9%Reduced
Advisor Group Holdings, Inc.1,002$295.6K0.00%−68−6.4%Reduced
HSBC Holdings PLC1,011$298.6K0.00%−30−2.9%Reduced
Amundi1,032$301.6K0.00%−99−8.8%Reduced
MML Investors Services, LLC1,107$327.0K0.00%+191+20.9%Added
Alps Advisors Inc1,117$329.5K0.00%+5+0.4%Added
Capstone Investment Advisors, LLC1,120$330.4K0.01%+1,120New
Keebeck Alpha, LP1,156$341.0K0.34%+1,156New
New York Life Investment Management LLC1,297$382.6K0.00%−252−16.3%Reduced
Neuberger Berman Group LLC1,310$386.4K0.00%+18+1.4%Added
Nebula Research & Development LLC1,345$396.8K0.30%+1,345New
ProShare Advisors LLC1,350$398.3K0.00%+104+8.3%Added
KB Financial Partners, LLC1,375$406.0K0.11%+1,375New
GWM Advisors LLC1,379$406.8K0.00%+1,214+735.8%Added
Resources Investment Advisors, LLC.1,383$408.0K0.01%+1,383New
HighTower Advisors, LLC1,396$411.0K0.00%+46+3.4%Added
Public Employees Retirement Association of Colorado1,443$426.0K0.00%00.0%Unchanged
Empirical Finance, LLC1,482$437.2K0.03%+1,482New
State of Wyoming1,484$437.8K0.13%+455+44.2%Added
SkyView Investment Advisors, LLC1,507$445.0K0.11%+1,507New
Regions Financial Corp1,563$461.1K0.00%−11−0.7%Reduced
Diversified Trust Co1,567$462.3K0.02%−80−4.9%Reduced
Mutual of America Capital Management LLC1,580$466.1K0.01%−85−5.1%Reduced